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Star Group

46 hedge funds and large institutions have $88.5M invested in Star Group in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0.04% more ownership

Funds ownership: 20.73%20.77% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4746 (-1)

12% less capital invested

Capital invested by funds: $101M → $88.5M (-$12.3M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

80% less call options, than puts

Call options by funds: $149K | Put options by funds: $748K

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
16
Reduced
13
Closed
6
Calls
$149K
Puts
$748K
Net Calls
-$599K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$151K -$24 -3 -0%
RCM
27
Rotella Capital Management
Washington
$130K +$39.1K +4,966 +40%
YCM
28
Yorkville Capital Management
New York
$112K -$62.9K -8,000 -35%
VKH
29
Virtu KCG Holdings
New York
$110K -$140K -17,801 -55%
CAN
30
Cetera Advisor Networks
California
$106K +$71 +9 +0.1%
Allianz Asset Management
31
Allianz Asset Management
Germany
$102K -$27.1K -3,450 -20%
HW
32
Hancock Whitney
Mississippi
$95K +$17.8K +2,269 +22%
TSS
33
Two Sigma Securities
New York
$82K +$86.6K +11,010 New
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$78K +$82.6K +10,500 New
Walleye Trading
35
Walleye Trading
New York
$71K +$8.65K +1,100 +13%
JIC
36
Joel Isaacson & Co
New York
$48K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$47K +$32.9K +4,185 +192%
Deutsche Bank
38
Deutsche Bank
Germany
$37K -$8.5K -1,081 -18%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$31K
SAM
40
Solaris Asset Management
New York
$27K -$3.15K -400 -10%
IA
41
IFP Advisors
Florida
$19K +$19.7K +2,500 New
TRCT
42
Tower Research Capital (TRC)
New York
$12K +$10.3K +1,307 +415%
ZB
43
Zions Bancorporation
Utah
$5K +$5.5K +700 New
AIG
44
American International Group
New York
$4K
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3
UCFA
46
United Capital Financial Advisors
Texas
-$489K -57,592 Closed
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
-$473K -55,739 Closed
LPL Financial
48
LPL Financial
California
-$316K -38,782 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$96K -11,301 Closed
Citigroup
50
Citigroup
New York
-$1K -109 Closed

SGU Hedge Fund Activity: Q4 2015 in Review

46 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Star Group (SGU) for Q4 2015, worth a combined $88.5M — down 12% from $101M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SGU and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 16 added.

The largest buyer was Moab Capital Partners, adding an estimated $2.22M. The largest seller was Acadian Asset Management, cutting an estimated $793K.

  • 46 institutional investors held Star Group (SGU) as of Q4 2015, down from 47 in Q3 2015.
  • Funds reported $88.5M of Star Group stock for Q4 2015, down 12% quarter-over-quarter.
  • 5 funds opened new Star Group positions in Q4 2015 and 6 closed out, a net change of -1 holder.
  • The largest Star Group buyer in Q4 2015 was Moab Capital Partners, an estimated $2.22M added.
  • The largest Star Group seller in Q4 2015 was Acadian Asset Management, an estimated $793K sold.

Based on aggregated 13F filings for Q4 2015.